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Whether you are investing for the first time or you are an experienced investor, Fleming Financial is able to advise on a range of investments that will meet your investment objectives. From outset we take pride in ensuring that your portfolio is tailored to meet your requirements and investments are held tax efficiently. As independent financial advisers we can access the whole of the market when providing investment advice. This enables us to create a portfolio that uses the most appropriate fund managers for each part of your portfolio. Whether you are investing for growth, income or for a specific purpose, for example school fees, marriage or an early retirement, modern administrative platforms enable us to recommend the correct asset allocation, fund type and contract to meet your needs.including unit trusts, OEICs, ISA, PEP and Investment Bonds, ensuring your holding is treated in the most appropriate way. |
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